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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,700 | $150,445-69.6% | $136,297-66.5% | $147,585-69.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 20.69% | 1049.14%-1028.4pp | 5156.16%-5135.5pp | 578.57%-557.9pp |
| Employer contribution / active EE | $4,812 | $5,256-8.5% | $4,696+2.5% | $4,876-1.3% |
| Participant deferral / active EE | $11,209 | $6,631+69.1% | $6,247+79.4% | $5,439+106.1% |
| Admin fee / account holder | $11 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |